Skip to content
LongView Financial PartnersLongView Financial Partners
  • Home
  • About Us
    • About Us
    • Luke H. Vincer
    • Trent Schulz
    • Eryn Bruback
    • Lori Smith
    • Meredith Whitener
    • Zachary Service
    • Our Investment Philosophy
    • Why Work With a CFP
  • Who We Serve
    • Who We Serve
    • Private Wealth
    • Retirees
    • Sudden Wealth
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Healthcare Professionals
    • Pre-Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Business Planning
    • Education Planning
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • LongView Financial Partners
    6000 Freedom Square Dr Suite 350 Independence, OH 44131 T: 216.505.7080
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
Shutdown stalemate and the Fed's next move
10/24/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Shutdown stalemate and the Fed's next move
10/24/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
Scam alert: Learn to spot and stop common fraud tactics
These 10 common scams catch people off guard. Here’s how to stay ahead of them.
Technology & Innovation
Read
It's not too late
10/20/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
With major economic data delayed, corporate earnings take center stage
10/17/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Real-time indicators support a rate cut in October
10/17/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: Outsmart the scams
10/17/2025
Stay vigilant against online fraudsters with these common scams and best practices to avoid them.
Technology & Innovation
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
What's working
10/14/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
envelope

The future at your fingertips

LongView Financial PartnersLongView Financial Partners
  • Longview Financial Partners
  • 6000 Freedom Square Dr Suite 350 Independence, OH 44131
  • T: 216.505.7080
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. LongView Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use